Financial Alternatives, Inc VNQ Holdings History
Financial Alternatives, Inc's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2025-03-31, Financial Alternatives, Inc held 59,019.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $5.34 Mil. This investment constitutes 3.81% of their stock portfolio, and Financial Alternatives, Inc now holds 0.02% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2022Q4. And since then Financial Alternatives, Inc has made 7 purchases of VNQ, at an average price of $82.26, for a total of 59,610.00 shares. In addition, there have been 2 sales at an average price of $86.15 for 591.00 shares. Based on historical transaction data and VNQ's current price of $89.32, Financial Alternatives, Inc's estimated gain on his VNQ holdings is $419,144.60, reflecting a 8.55% gain to date.
Financial Alternatives, Inc VNQ ($89.32) Holding Chart
Financial Alternatives, Inc VNQ ($89.32) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
